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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-12-06 |
Branch Locations
24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
900 E. Hamilton Avenue Suite 120, Campbell, CA 95008 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hornor, Townsend & Kent | Horsham | PA | 08/2015 | 12/2020 |
| Penn Mutual Life Ins Co | Horsham | PA | 07/2015 | 12/2024 |
| Keane Llc Dba Ryan Lam Photography | San Jose | CA | 01/2014 | 05/2019 |
| Dream Splash Media, Llc Dba Dream Splash | San Jose | CA | 06/2015 | 08/2020 |
| Keane Llc Dba Ace Creative Marketing | San Jose | CA | 10/2016 | 05/2019 |
| Fountainhead Capital Management, Llc | Short Hills | NJ | 12/2020 | 12/2024 |
| Beacon Pointe Advisors, Llc | Campbell | CA | 12/2024 | Present |
| Beacon Pointe Insurance Services | Campbell | CA | 12/2024 | Present |
Beacon Pointe Insurance Services, LLC, Not investment-related; Address: Main office located at 24 Corporate Plaza Dr., STE., 150, Newport Beach CA 92660; Position/Title: Agent; Start Date: 12/2024; HRS/MO During trading hours: 10 hrs./Mo.; Duties: Sale of insurance products (life/health/accident).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-12-04 |
| S63 | Uniform Securities Agent State Law Examination | 2015-12-18 |
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